Handelsbanken Balanced Multi Asset Fund I Income

Category GBP Allocation 60-80% Equity


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Last buy/sell price

166.91p

arrow-up0.25p (+0.15%)

Fund Code

B4NX047

GB00B4NX0471

Prices updated as at 22 Jan 2025
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Prices in GBX

Investment objective
The Sub-fund aims to grow investment over the long term (five years or more) through a combination of income and capital growth after all costs and charges have been taken. The Sub-fund aims to deliver this return with a balanced risk profile. There is no guarantee that the objective will be met or that a positive return will be delivered over any time period and capital is at risk. To invest, directly and indirectly, in the following assets: equities, bonds, property, hedge funds, commodities, loans, cash, deposits and money market instruments. The Sub-fund’s allocation to bonds may include corporate bonds, government bonds and high yield bonds.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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10 - year
Morningstar returnBelow Average
Morningstar riskLow
Morningstar rating
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Overall
Morningstar returnBelow Average
Morningstar riskBelow Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Dec 2024

1 year3 years
-1.63-3.27
0.980.85
-0.76-0.81
79.3474.40
0.71-0.29
5.568.33
2.534.32


Important Information

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